Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GECC (Great Elm Capital Corp.) | -4.37% | -28.64% | 8.52% | -9.53% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/04/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GECC (Great Elm Capital Corp.) | 11/04/2016 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.53 | -28.64 | 8.52 | -9.53 | NA | NA | NA | … | … | -4.37 | -28.46 | 18.97 | 50.74 | -47.39 | -4.46 | -44.50 | 14.37 | -2.68 | -14.03 | -4.17 |
| Sharpe Ratio | NA | -0.85 | 0.12 | -0.40 | NA | NA | NA | … | … | -0.49 | -0.95 | 0.62 | 1.71 | -1.41 | -0.15 | -0.55 | 0.87 | -0.15 | -0.94 | -0.67 |
| Standard Deviation(%) | NA | 39.96 | 31.52 | 30.69 | NA | NA | NA | … | … | 43.53 | 33.53 | 24.56 | 27.80 | 34.63 | 30.84 | 81.57 | 14.74 | 26.78 | 15.64 | 37.39 |
| Draw Down(%) | NA | 53.97 | 53.97 | 57.49 | NA | NA | NA | … | … | 31.36 | 38.91 | 11.38 | 16.17 | 53.15 | 18.32 | 67.80 | 9.15 | 23.30 | 21.23 | 15.06 |
| Yield(%) | 0.00 | 13.30 | 18.32 | 37.53 | 9.27 | 6.18 | 4.64 | … | … | 4.37 | 13.55 | 13.12 | 17.50 | 63.31 | 11.53 | 4.91 | 14.35 | 14.89 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/04/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GECC (Great Elm Capital Corp.) |
-35.52%
Jan 2020 – Jan 2023 |
-21.05%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GECC (Great Elm Capital Corp.) |
19.16%
Sep 2022 – Sep 2025 |
2.68%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart